Our Strategic Partners

On behalf of our clients we work with investment firms in two ways: First, we establish the procedures whereby clients can retrieve their transaction and pricing data electronically, after which we support them as they use this data. Second, we license Navigator to clients of investment firms when they determine that Navigator is needed to aggregate and track investment data.

Several international and regional accounting firms partner with FNI so that the firms get the best possible insight into their clients' financial lives. These firms either license Navigator themselves to create financial reports for clients or recommend that clients license the product directly.

Associations often provide continuing education to their members. Whenever possible, FNI participates in these seminars. We believe that the more education our clients receive, the better they understand the value FN can provide.

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Navigator software is aimed at making what’s complex, simple, and what’s time consuming, fast. We partner with banks to enable clients to integrate Navigator’s portfolio tracking with their private banking and custody services.

Different clients have different needs, and we strive to meet them all, which sometimes requires integrating our solutions with complementary products and the services of others. These providers help us make it easy for our clients to receive products that meet their needs most effectively.

Navigator links into companies that process transactions for all the major credit cards. This allows Navigator clients to use our BankLink module to retrieve their credit card transactions and summarize the expenses in meaningful financial reports.